This is a BUY tip from Tom Winnifrith...

Sorry if this is rather boring as the market cap is now c 350 million but at 470p Avanti Communications (AVN) - a stock held in the SF t1ps Growth Fund - is really very cheap whichever way you look at it. It is now funded to launch 3 satellites into space ( and fully insured if the worst happens which will only delay the programme by 6 months anyway). You value Avanti by discounting back the net cashflows these satellites will generate. That depends on how much capacity is sold and at what price. Use a model based on very conservative assumptions and this stock is worth 13 ( the lowest valuation in the market). But that model uses assumptions about sales prices which are already being beaten by forward sales Avanti is booking today. Use those prices and you head up to the 22.50 value of house broker Cenkos. My own view is that Avanti will do better still and this stock could therefore be worth 25. Exc itement will mount as the first satellite is launched later this year. Remember those valuations are the Net Present Value of future cashflows ( i.e. what they are worth today). If you can buy at under 600p ( as you can now) you should do so and sit back and wait. I suspect after HYLAS 1 is launched you will never again be able to buy at less than 600p.

Dil, please try ramping a little bit harder, jeez, you need to post 50 times a day, copy and paste from every BB and when a new page appears, do it all over again. FFS, have you learnt nowt from your many years loafing around ADVFN??

Added to my SB position today, didn't quite get the bottom of the retrace, but close enough for government work.

Banked profits from Friday to fall back on if Dil doesn't pull his finger out! But I'm hoping to build a nice little position in AVN (which I must admit wasn't the plan last week!).

Contract Win

And many more to followare we selling ourselves a little short to BT?

Sorry pt , I'll try harder :-)

Given the way that everything has been managed so well so far I wouldn't be at all suprised if details of a move to the main market were released tomorrow along with the results.

Mentioned in Mail by serial MDX ramper Geoff Foster.

5 by christmas

Nah ... mdx went bust jeff.

Preliminary Results



TIDMAVN

RNS Number : 1235X
Avanti Communications Group Plc
01 December 2010

?
+--------------------+-------------------------------------------------+
| Date: | 1 December 2010 |
+--------------------+-------------------------------------------------+
| On behalf of: | Avanti Communications Group plc ("Avanti" or |
| | "the Company") |
+--------------------+-------------------------------------------------+
| Embargoed for | 0700hrs |
| release: | |
+--------------------+-------------------------------------------------+

Avanti Communications Group plc
Preliminary Report for the Year ended 30 June 2010

Avanti Communications Group Plc (AIM: AVN), the broadband satellite operator,
announces its audited Preliminary Results for the full year ended 30 June 2010.

Key points
� Successful launch of HYLAS 1
� High cost debt repaid in July 2010, balance sheet now very strong
� HYLAS 2 fully financed and on schedule for launch in Spring 2012
� Excellent progress with sales on both satellites

Financial highlights
� Revenue of GBP5.82 million (2009: GBP8.04 million), falling as legacy
businesses activity ceased in preparation for HYLAS 1 launch
� Loss after tax GBP1.93 million, better than expectations (2009: profit
after tax GBP1.05 million)
� Closing cash GBP34.18 million (2009: GBP24.62 million)
� Post balance sheet fund raising produced gross equity proceeds of GBP70m


Commenting on the results, John Brackenbury, CBE, Chairman said:

"As the Chairman of a company in possession of an in orbit satellite I have
great pleasure in presenting Avanti Communications Group plc's results for the
year ended 30 June 2010. The achievement of a start up company in launching a
satellite is very rare. Avanti now has one satellite in orbit and a second
launching in a little over a year, a very strong balance sheet with no debt
service payments or cash flow covenants falling due until December 2012, huge
untapped markets and a quite thrilling opportunity to create a company of
genuine scale."

is there anything "extra" to push sp forward ? ...... pretty questionable i would have thought

An ongoing flow, or even flood :o) of contracts I would think cynic!

The forecast for eps of around 135p(?) by 2014 cynic ?

but that was surely well telegraphed before

a little north today perhaps

Until launch it was just a dream cynic whereas now it's becomig a reality. Takes a long time for a story to sink in but it will.

Short term a move from AIM to the main market and entry into FTSE 250 will give it a further boost. I'm sure analysts will be enquiring about the timing of this later today.

OK who sold ???

Just had another 1k ... 15 by easter.

My mistake , was 1200.

Dil

Who sold?

Officers of AVN

See RNS

Contract Win



TIDMAVN

RNS Number : 3926X
Avanti Communications Group Plc
06 December 2010

?
+--------------------+-------------------------------------------------+
| Date: | 6th December 2010 |
+--------------------+-------------------------------------------------+
| On behalf of: | Avanti Communications Group plc ("Avanti" or |
| | "the Company") |
+--------------------+-------------------------------------------------+
| Embargoed for | 7.00 a.m. |
| release: | |
| | |
+--------------------+-------------------------------------------------+
Avanti Communications Group plc
Contract Win

Avanti Communications Group plc (AIM: AVN) ("Avanti" or the "Company"), the
broadband satellite operator, is delighted to announce that it has signed a 3
year managed services contract with the Spanish service provider NASSAT -
Network & Satellite Systems de Espa�a. Avanti services will be delivered via
its HYLAS 1 satellite, successfully launched into orbit on November 26th 2010.

NASSAT provides satellite communication services, mainly to enterprise and media
customers, but it also has specialist contracts with fire services and
television stations. As well as fixed services it has transportable and quickly
deployable systems for civil and government customers where demand continues to
rise for cost effective bandwidth.

Commenting, David Williams, Avanti Chief Executive, said:
"I am delighted that NASSAT as a provider of such specialist and critical
satellite services has selected Avanti as its partner. It demonstrates the value
of the flexibility and speed which HYLAS 1 can offer and I am pleased to see
sales momentum in the enterprise and media sector continuing to grow following
our successful satellite launch."

Oi taffy, u owe me a packet of salt and vinegar..

Dilhope that aint you thats flogged 130,000...turncoat!


http://moneyam.uk-wire.com/cgi-bin/articles/201012080700115507X.html